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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
551
Versant Capital Management
Arizona
$10K -$84 -2 -0.8%
BWP
552
Baldwin Wealth Partners
Massachusetts
$9K -$38.1K -910 -82%
CAL
553
Capital Advisors Ltd
Ohio
$9K
First Eagle Investment Management
554
First Eagle Investment Management
New York
$9K
JCM
555
Jacobi Capital Management
Pennsylvania
$9K
MWM
556
MinichMacGregor Wealth Management
New York
$9K
PMFA
557
Plante Moran Financial Advisors
Michigan
$9K
WAS
558
WESPAC Advisors SoCal
California
$8.56K
BL
559
Balentine LLC
Georgia
$8K -$1.67K -40 -18%
M
560
MOTCO
Texas
$8K +$7.83K +187 New
FPFS
561
First Personal Financial Services
North Carolina
$7K -$2.76K -66 -30%
CFS
562
Commonwealth Financial Services
West Virginia
$7K
MFW
563
Mosaic Family Wealth
Missouri
$6K -$4.1K -98 -40%
FIB
564
First Interstate Bank
Montana
$6K
OC
565
Oakworth Capital
Alabama
$6K
WTB
566
Washington Trust Bank
Washington
$5K -$57.3K -1,370 -93%
DPA
567
Delphi Private Advisors
California
$5K -$1.72K -41 -26%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$5K +$419 +10 +10%
APSP
569
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
CHP
570
Cable Hill Partners
Oregon
$4K
KF
571
Krilogy Financial
Missouri
$4K
CF
572
CenterStar Fund
Illinois
$3K
GBBWRPM
573
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K
HPBT
574
High Point Bank & Trust
North Carolina
$3K
AF
575
Allworth Financial
California
$2K

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.